Regional Director, Financial Planning & Wealth Leadership

CIBC; Barrie; On-site; CAD 120,000 - 180,000; Full time

Job summary

TD Wealth seeks a Senior Regional Manager, Financial Planning to lead a high-performing team of financial planners and wealth advisers. You will drive sales, mentor staff, and ensure a client-focused experience across the region, aligning with risk controls and enterprise objectives.

The role emphasizes leadership, strategic collaboration, and delivering results in a dynamic wealth management environment.

Qualifications

• University degree and senior-level management experience.
• CIRO registration or willingness to become licensed within 6 months.
• Completion of IDSC and related regulatory requirements.
• Strong communication and team management skills.

Responsibilities

• Oversee and lead a large reporting function with risk, complexity, and growth.
• Lead Wealth Advice Specialists and Financial Planners to acquire and retain clients and business.
• Mentor and motivate on sound business practices and regulatory compliance.
• Provide strategic partnership to leadership on portfolio and financials.

Skills

Leadership

Team management

Communication

Relationship building

Education

University degree

Job description

TD Wealth seeks a Senior Regional Manager, Financial Planning to lead a high-performing team of financial planners and wealth advisers. You will drive sales, mentor staff, and ensure a client-focused experience across the region, aligning with risk controls and enterprise objectives.

The role emphasizes leadership, strategic collaboration, and delivering results in a dynamic wealth management environment.